Miller Financial Services LLC has submitted its quarterly 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and portfolio management.

About Miller Financial Services LLC

Miller Financial Services LLC is a financial services firm based in Marshall, Michigan. The company focuses on investment management and advisory services. According to its recent filings, it operates under the Central Index Key (CIK) number 0002022893.

What the Filing Says

The filing indicates that Miller Financial Services holds a total of 159 positions, with a total value of approximately $131,889,861. This reflects the firm's active management style in the financial services sector.

Impact

This update may affect various stakeholders, including investors and analysts who monitor the firm's performance and investment choices. Competitors in the investment management industry may also take note of Miller's portfolio adjustments as they strategize their own investments.

What's Next

The filing does not say what happens next.

Investment Holdings Breakdown

Miller Financial Services LLC's 13F filing reveals a diverse range of investments across various sectors. Notable holdings include:

  • Amazon.com, Inc. (AMZN) - 14,002 shares valued at approximately $3,488,598.
  • Apple Inc. (AAPL) - 12,909 shares valued at approximately $4,298,897.
  • Alphabet Inc. (GOOGL) - 4,435 shares valued at approximately $1,526,109.
  • Coca-Cola Co. (KO) - 3,146 shares valued at approximately $270,819.
  • ExxonMobil Holdings Corp. (XOM) - 3,702 shares valued at approximately $602,501.

This diverse portfolio reflects the firm's strategy of investing in both established tech giants and traditional companies, indicating a balanced approach to risk and growth potential.

Management and Signatory

The filing was signed by Joe Miller, the Chief Compliance Officer (CCO) of Miller Financial Services LLC. His contact number is listed as 269-781-5129, and the filing was submitted on October 20, 2026.

Additional Information

The filing does not provide details on the firm's investment performance over the reported period or any changes in management strategy. Additionally, there is no indication of any recent market trends or economic factors that may have influenced the investment decisions made by Miller Financial Services LLC.